SourcingSourcing

JENSEN INVESTMENT MANAGEMENT INC

C34
CRD 105281·SEC 801-32726·LAKE OSWEGO, OR
AUM
$6.48B
$1B+
Est. Revenue
$64.8M
@ 1% on AUM
Est. EBITDA
$19.4M
@ 30% margin
Est. Deal Value
$155.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JENSEN INVESTMENT MANAGEMENT INC
CRD
105281
SEC file #
801-32726
EIN
271037555
DBA names
Jensen Investment Management Inc.

Economics

AUM
$6.48B
AUM band
$1B+
AUM trajectory
'20'26
$8.60B → $6.48B▼ -25%
Client mix
Individuals Other216
Individuals High Net Worth154
Corporations13
Other12
Investment Companies4

Operations

Employees (total)
36
Advisory staff (per ADV)
14
Advisory staff (5-yr trend)
'20'26
10 advisors → 14 advisors▲ +40%
Primary office
LAKE OSWEGO OR
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/jensen-investment-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCIVER, ROBERT, DAVID
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
MCIVER, ROBERT, DAVID
GODDARD, GABRIEL, LEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
54,865
Form 5500 Compensation Trajectory 3y
202554,865
20260
Form 5500 Plan Count Trajectory 3y
20251
20261
Schedule C Total Compensation
54,865
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001950158
Edgar Registered
Yes
Edgar Filing Count
17
Edgar First Filing Date
2023-02-09
Edgar Last Filing Date
2026-05-01
Edgar 13f Count
15
Edgar 13f Latest AUM Estimate
Filing Date2026-05-01
Accession0001950158-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
9 S WASHINGTON ST STE 211SPOKANE, WA 99201
Business
9 S WASHINGTON ST STE 211SPOKANE, WA 99201
Edgar EIN
271037555
Edgar Recent Filings
13F-HR/A2026-05-01 · 0001950158-26-000003
13F-HR2026-05-01 · 0001950158-26-000002
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
5124641
Trust Company Affiliate
No

People (10)

10
MCIVER, ROBERT, DAVID
IAR · Direct Owner · 37.5%
5124641
GODDARD, GABRIEL, LEE
Direct Owner · 7.5%
5094859
CALAMAR, ADAM, DOUGLAS
Direct Owner · 7.5%
7089073
BOND, ALLEN, THOMAS
Executive Officer · 2.5%
3210313
RICHARD WILLIAM CLARK
Executive Officer · 2.5%
3165146
CONTRERAS, SHANNON, MARIE
Executive Officer · 2.5%
6148625
PHILOMENA ANN FERREE
IAR
6126508
KEITH ANDREW REILAND
IAR
6133125
MaryAnn Elizabeth Sievila Dahl
IAR
7450934
Chelsea R Cowley
IAR
6865368